How does Marketo Engage define a Sales Insight “Active User”?
If a sales rep has interacted with the Sales Insight panel in the last 30 days, we consider him//her to be an active user once we remove duplicates user.
Every week, we look at our logs over the last 30 days for certain types of activities that a unique user would do within our Sales Insight panel. Here is the list of activities that are considered as product usage:
Visualforce panel on Contact/Lead/Account/Opportunity:
When a sales user navigates to any CRM layout that has Sales Insight, the panel loads automatically. The loading of panel is not considered as actual usage. We only consider users who actively interact with the panel.
How does Marketo Engage determine how many Sales Insight (MSI) users I have?
We generate a report that logs certain types of activities that an “active user” would do and then remove duplicate users. If there has been one or more of these activities in the last 30 days, we consider this to an individual active user
How do I pull a list of my Sales Insight users?
Please reach out to your CSM. He/she will be able to provide your usage report for you.
How do I limit Sales Insight usage?
You can monitor Sales Insight seats by creating a Sales Insight profile and assigning it to a Sales Insight Layout or to any existing layout you would like to use. Detailed instruction can be found here -
How do I start monitoring Sales Insight seats as an existing user?
The next time you upgrade your package, rather than installing upgrade for all users you can install it only for admins or for specific profiles you’ve created for Sales Insight. Detailed instruction can be found here
How do I determine which version of MSI we are on?
In your Salesforce CRM. Click on Set Up > Search for “Installed Packages” in Quick Find search field > Look for “Marketo Sales Insight” under Package Name column > Look for corresponding version number under “Version Number” column